Worth Financial Advisory Group, LLC INNOVATOR ETFS TRUST Transaction History

Worth Financial Advisory Group, LLC

  • $178 Billion
  • Q3 2025
Number of Shares
19,545
Previous 20,460 4.47%
Holding current value
$555 Million
Previous $568 Million 2.2%
% of portfolio
0.31%
Previous 0.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
N/A
-915 Reduced 4.47%
19,545 $555 Million
Q2 2025

Jul 16, 2025
BUY
N/A
4,325 Added 26.81%
20,460 $568 Million
Q1 2025

Apr 21, 2025
BUY
N/A
5,590 Added 53.01%
16,135 $413 Million
Q3 2024

Oct 24, 2024
BUY
N/A
645 Added 6.52%
10,545 $276 Million
Q2 2024

Jul 26, 2024
BUY
N/A
9,900 New
9,900 $247 Million
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